SAN FRANCISCO, CACRD 289028Latest ADV March 27, 2026
Impact Investors is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 27, 2026, reports $318M in regulatory assets under management, 9 employees, 1 office, and 769 accounts.
Assets Under Management
$318M
Employees
9
Offices
1 office
Total Clients
240
Primary office
SAN FRANCISCO, CA
870 MARKET ST, SUITE 482, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
168
2
HNWI
21.7%
52
3
Pension Plans
6.7%
16
4
HIFI PRIVATE INVESTORS
1.3%
3
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of March 27, 2026
Discretionary87.9%
$280M
88% of total RAUM87.9%
Non-discretionary12.1%
$38M
12% of total RAUM12.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$318M
Total Accounts769
10Y AUM Change+$161M (+102.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.